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Notis

Keep CallOnTheGo call history in HubSpot

Send completed call details to Notis and create HubSpot records that keep the conversation available alongside your CRM work.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create a batch of emails

Creates multiple email objects for record-keeping (does not send emails) within hubspot crm in a single batch, allowing properties and associations to other crm objects to be set for each email.

Why this helps

Call notes and outcomes can get stranded in a phone system, leaving HubSpot without the context needed for follow-up.

  • Keep batches of call history in HubSpot for later review.
  • Include call details and associations supplied in the webhook payload.
  • Reduce manual copying between phone and CRM tools.

Setup

Build it in a few focused steps.

  • 1Connect CallOnTheGo and HubSpot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to create HubSpot email engagement records from each supplied call record and associate them only when valid CRM IDs are provided.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real call example and verify the record in HubSpot.

Questions about this workflow

Does this send an email?

No. This action creates email objects for record keeping; it does not send email.

What call details can it use?

Notis can use the call details provided in the webhook request. Include the values and valid HubSpot association IDs needed for your records.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link CallOnTheGo to Hubspot. A trigger fires from one place; an action lands in another.

CallOnTheGo triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add token to event template

Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

Archive a batch of quotes by id

Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.

ActionInstant

Archive batch of companies by id

Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.

ActionInstant

Archive batch of contacts by id

Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.

ActionInstant

Archive batch of deals by id

Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.

ActionInstant

Connect any two apps with Notis in the middle.

CallOnTheGo and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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